Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Andrew D. Geller

Managing Director–Wealth Management

Accomplishments

  • Chairmans Council and Chairmans Circle Member since 1990
  • Over $850 million in client assets under management
  • Lifetime credentials in education - Los Angeles Unified School District


Personal & Community

  • Member of Los Angeles City of Hope
  • Member of Vista Del Mar
  • Member of John Wayne Cancer Society
  • Member of Lupus Foundation
  • Member of Los Angeles Men's ORT Association

Andrew holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • LA
  • MN
  • NJ
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA
  • WY

Education

  • Masters , California State University at Los Angeles
  • Bachelor of Arts, California State University at Los Angeles
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-7001

Email Me

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Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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